VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,213,569 | -54.2% | 32,689 | -52.5% | 0.69% | -52.7% |
| Q2 2023 | $11,393,083 | +98849.8% | 68,882 | -5.0% | 1.46% | -4.5% |
| Q1 2023 | $11,514 | -1.9% | 72,523 | -1.9% | 1.52% | -7.1% |
| Q4 2022 | $11,735 | -99.9% | 73,899 | -3.2% | 1.64% | +5.1% |
| Q3 2022 | $10,947,000 | -13.8% | 76,342 | -10.0% | 1.56% | -8.1% |
| Q2 2022 | $12,704,000 | -18.3% | 84,792 | -4.0% | 1.70% | +4.2% |
| Q1 2022 | $15,541,000 | +9.2% | 88,335 | +11.0% | 1.63% | +25.1% |
| Q4 2021 | $14,230,000 | -14.6% | 79,564 | -19.1% | 1.30% | -15.7% |
| Q3 2021 | $16,657,000 | -11.2% | 98,409 | -8.9% | 1.55% | -3.7% |
| Q2 2021 | $18,752,000 | +2.5% | 107,981 | -2.2% | 1.61% | -3.4% |
| Q1 2021 | $18,292,000 | +19.0% | 110,454 | +2.2% | 1.66% | +20.3% |
| Q4 2020 | $15,365,000 | +47915.6% | 108,050 | +30771.4% | 1.38% | +138100.0% |
| Q3 2013 | $32,000 | – | 350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |